Gabagool Capital

Tech L/S equity.
Be a wolf not a sheep.
No panicans.
Not financial advice.

[Gabagool Capital @MortadellaCap]

@TheBenSchmark let’s see if a real non china semicap co ever says that

[Gabagool Capital @MortadellaCap]

@TBU12345678 😭 😭 😭

[Gabagool Capital @MortadellaCap]

@jukan05 i love your positives, don’t get me wrong ❤️

[Gabagool Capital @MortadellaCap]

@zephyr_z9 this is cuck mentality

[Gabagool Capital @MortadellaCap]

@Renn_on_twtt 🇺🇸 fk yeah America. god bless these men keeping the rest of us safe at night

[Gabagool Capital @MortadellaCap]

@jukan05 yes bullish
so stop posting neg sh*t about socamm

[Gabagool Capital @MortadellaCap]

@PythiaR humans holding devices is no longer the bottleneck

🎤 drop

[Gabagool Capital @MortadellaCap]

@ContrarianCurse 100% and this equity is going into SPVs so capex impact is multiplied… honestly i think this says a lot about how they feel about 28 too

[Gabagool Capital @MortadellaCap]

Now make $MU go up again

[Gabagool Capital @MortadellaCap]

@TBU12345678 hahaha true :(

[Gabagool Capital @MortadellaCap]

all i’d say is never under estimate Hock Tan

oh and btw they just won Trainium 4 so when’s that information article coming out?

[Gabagool Capital @MortadellaCap]

@jukan05 @R_and_Invest 18A is finished, it doesn’t matter at all
14A already 50% and increasing 7% per month

[Gabagool Capital @MortadellaCap]

“import the 3rd world, become the 3rd world”

overheard re: UK and Spain

lmao truth

[Gabagool Capital @MortadellaCap]

computex has always been semis specialists ONLY

this year hearing SO MANY US funds sending, historically non-TMT funds… meanwhile they have single dig semis exposure

what do you think that means for semis in June when they come back with “wow it’s tight until ‘30!”
🚀 🤔 🚀

[Gabagool Capital @MortadellaCap]

@citrini yeah after a massive AI rally and all factors stretched — original call dude 👍

ai eating everything rally just getting started

[Gabagool Capital @MortadellaCap]

Hmm… $MU Hynix and Samsung join the round as “strategic infrastructure partners” .. MAYBE BULLISH

you still do not own enough memory

https://t.co/tcDmV0Ftwu

[Gabagool Capital @MortadellaCap]

$MU $1T club

[Gabagool Capital @MortadellaCap]

@SecScottBessent @TrumpAccounts honestly best admin ever
it’s like the fkn avengers

[Gabagool Capital @MortadellaCap]

@edwin_mccallum the way i see it, you can cry about things like this, be a “value investor” and stay poor or understand how market works, play the game, and make money

[Gabagool Capital @MortadellaCap]

What I see rn.. HFs under estimating elon (many PMs have EDS)

1) xAI col1/2 to Anthro so bearish compute
2) Elon giving up training @ frontier
3) spaceX ipo going to mark the top

have fun staying poor if you believe this

ps the $75B proceeds going straight to NV VR200 ;)